Kuhn Advisors

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

2828 Pickett Rd Ste 170, Durham, North C...

Phone Number

(919) 493-3233

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
2
1
1
1
1

About Kuhn Advisors

Kuhn Advisors Inc. is a comprehensive wealth management firm that specializes in advising multi-generational families through a transparent and values-driven process. They offer tailored financial planning services for clients at various life stages, including those ready to retire, mid-career professionals, and university faculty/staff. Their services encompass retirement and education savings, charitable gifting strategies, and inter-generational wealth transfers. The firm emphasizes aligning financial decisions with clients' values and providing personalized advice to streamline their financial lives.Explore more
Kuhn Advisors's Social MediaPopular SearchesKuhn Advisors IncSIC Code 62,628NAICS Code 52,523Show more

Kuhn Advisors Org Chart

PhoneEmail
MK
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kuhn Advisors

<$5M
1-10
Private
-
1993
MK
Mark KuhnPresident
<$5M
1-10
Private
-
2012
KC
Kelsey CaglePartner. Wealth Advisor
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1962
JW
James WolfsbergSenior Vice President
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Kuhn Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Kuhn Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Kuhn Advisors.

Kuhn Advisors Tech Stack

A closer look at the technologies used by Kuhn Advisors

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Frequently Asked Questions Regarding Kuhn Advisors

What is Kuhn Advisors's official website?
Kuhn Advisors's official website is www.kuhnadvisors.com
What is Kuhn Advisors's Revenue?
Kuhn Advisors's revenue is <$5 Million
What is Kuhn Advisors's SIC code?
Kuhn Advisors's SIC: 62,628
What is Kuhn Advisors's NAICS code?
Kuhn Advisors's NAICS: 52,523
How many employees does Kuhn Advisors have?
Kuhn Advisors has 1-10 employees
What industry does Kuhn Advisors belong to?
Kuhn Advisors is in the industry of: Finance, Securities Trading
What is Kuhn Advisors competition?
Kuhn Advisors top competitors include: Stockade Wealth Management, Goodrich and Associates, Bristol Wealth Group, Focus Financial Network
What technology does Kuhn Advisors use?
Some of the popular technologies that Kuhn Advisors uses are: WooCommerce, WordPress.org, PHP, Cloudflare CDN
How do I contact Kuhn Advisors?
Kuhn Advisors contact info: Phone number: (919) 493-3233 Website: www.kuhnadvisors.com
What does Kuhn Advisors do?

Kuhn Advisors Inc. is a comprehensive wealth management firm that specializes in advising multi-generational families through a transparent and values-driven process. They offer tailored financial planning services for clients at various life stages, including those ready to retire, mid-career professionals, and university faculty/staff. Their serv... ices encompass retirement and education savings, charitable gifting strategies, and inter-generational wealth transfers. The firm emphasizes aligning financial decisions with clients' values and providing personalized advice to streamline their financial lives.Read More

What are Kuhn Advisors social media links?
Kuhn Advisors Linkedin page Kuhn Advisors Twitter page
Is Kuhn Advisors a public company?
Kuhn Advisors is private company therefore does not currently have an official ticker symbol
See more information about Kuhn Advisors

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